See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,506 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,457 | $36,700-60.6% | $171,082-91.5% | $63,975-77.4% |
| Participation rate | 93.4% | 61.5%+31.8pp | 76.7%+16.7pp | 71.1%+22.2pp |
| Annual return | 9.21% | 12.80%-3.6pp | 32.56%-23.3pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,048 | $1,210-13.5% | $4,002-73.8% | $2,182-52.0% |
| Participant deferral / active EE | $1,824 | $2,696-32.4% | $4,797-62.0% | $3,356-45.7% |
| Admin fee / account holder | $12 | $68-82.8% | $8,520-99.9% | $70-83.5% |